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AEM (+Venture, UMS) the most AI-relevant SGX stock

parcvista
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21-May-2026 10:20

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Alert Admin Nvidia setting test hub in singapore, will aem benefit

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muifan
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21-May-2026 10:18

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Yells: "Take the leap of faith dont regret 20 years later!"

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the boat now is lighter and can chiong faster
this news was overlooked for the past few days due to global headlines...
Singapore' s April non-oil exports rise 24.5%, higher than expected
The expansion was led by exports of electronics such as integrated circuits, disk media products and PCs on robust AI-related demand.

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tongphlp
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21-May-2026 05:06

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10 today?

aragosta ( Date: 21-May-2026 01:49) Posted:

A MUST READ ON AEM & UMS INTEGRATION
Singapore' s semiconductor stocks: Riding the AI-driven upcycle
https://secure.fundsupermart.com/fsmone/article/rcms369601/singapores-semiconductor-stocks-riding-the-ai-driven-

A MUST WATCH ON THE AI PHENOMENONAL STOCKS WORLDWIDE
This video does not mention AEM or UMS, but watch it to understand why at today' s price, both stocks have a super long highway to run
https://www.youtube.com/watch?v=rGJ0Kq7pSuI& t=118s

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aragosta
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21-May-2026 01:49

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Yells: "BBs never say why when they buy; never tell when they sell"

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Alert Admin A MUST READ ON AEM & UMS INTEGRATION
Singapore' s semiconductor stocks: Riding the AI-driven upcycle
https://secure.fundsupermart.com/fsmone/article/rcms369601/singapores-semiconductor-stocks-riding-the-ai-driven-

A MUST WATCH ON THE AI PHENOMENONAL STOCKS WORLDWIDE
This video does not mention AEM or UMS, but watch it to understand why at today' s price, both stocks have a super long highway to run
https://www.youtube.com/watch?v=rGJ0Kq7pSuI& t=118s

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aragosta
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20-May-2026 21:07

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Yells: "BBs never say why when they buy; never tell when they sell"

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Alert Admin Just to be clear, Chok Yean Hung' s shareholding hardly moved a needle, since 14 May till today 20 May, which those mercenary haters and detractors were making a big hoo-ha yesterday...... I would not say Chok (or any directors) will not sell their shares again, but there' s always an incentive for him and all the insiders to help make sure price remains high for them to sell as some of their holdings are pretty big......Besides, if your Company fundamentals are super good why worried so much?....... look at ex DBS chief Gupta, every time he sold, price went up even higher after a short while..... In fact, if he had sold TODAY, he would have pocketed another $30 million more!...... even if he' s god, he can' t see that far.......

As for Chok Yean Hung, this is what I learned from my mafia' s accountant AS OF TODAY:

(1) As at 14 May Chok has 1,102,044 shares. After disposing 700,000 shares, he then was left with 402,044 shares as shown here
https://links.sgx.com/FileOpen/_Form%201-ChokYH.ashx?App=Announcement& FileID=889209

(2) On 14 May, AEM' s price done was around $9.434 which explained $6,604,095.00 was received and reported in SGX filing

(3) On 20 May, he exercised 676,000 shares @$1.14 per share, so plus his remaining shares of 402,044, he now has 1,078,044 which is stated here https://links.sgx.com/FileOpen/_Form%201-ChokYH.ashx?App

Based on SGX filings, Chok sold 700,000 shares on 14 May, reducing his holding to 402,044 shares, and subsequently exercised options for 676,000 shares on 20 May, resulting in a final total of 1,078,044 shares This strategy allowed him to generate over S$5.8 million in net cash proceeds while maintaining his overall equity position in AEM Holdings.

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LexLut88
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20-May-2026 18:30

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Alert Admin is it the same share (700k) which he sold recently which was annouced on SGX on 18-5-2026 . Really shiok to the sky . Can buy RR and Lambo .

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aragosta
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20-May-2026 18:09

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Yells: "BBs never say why when they buy; never tell when they sell"

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Alert Admin Wow, this Director Chok Yean Hong (ex CEO) exercised 676,000 option shares at $1.142 per share....bringing his total shareholding to 1,078,044 (0.338%)..... bee tung!

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aragosta
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20-May-2026 15:56

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Yells: "BBs never say why when they buy; never tell when they sell"

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The following post was in response to a fellow member who asked if AEM was cheonging, when it started to break its two dollar resistance..... Oh , how time flies! If only you believe from that time.....

As I said, there are now fewer and fewer strong long term serious retail believers in this monster gem, less than 4,000 retail shareholders in fact vs known 33,000 for Sembcorp and 60,000 for Seatrium. So, many pretend to have, but actually d not..... and those who are bystanders will keep posting " loser-mentality" doomsday comments....that' s all they can do.... but no use ones, while we enjoying Michelin stars restaurants, they' ll still only could afford hawker foods, no matter how they " cow bear cow bull" ......
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" The bitterness of poor quality remains long after the sweetness of low price is forgotten." Benjamin Franklin' s classic quote applies perfectly to the stock market right now. In a massive tech boom, it is incredibly tempting to chase cheaper, speculative cousins instead of paying a premium for fundamental quality ( I don' t want to hurt the feelings of some, so I won' t name those low quality ones" .)

Look at the stark contrast in the local semiconductor space. Yesterday, Frencken Group suffered an earnings dive that triggered an SGX circuit breaker due to inventory drawdowns from its European legacy segments. Meanwhile, quality AI-plays like AEM Holdings are surging on massive forward guidance driven by direct, next-generation AI and HPC customer orders.

As Warren Buffett says, " Price is what you pay. Value is what you get." .... When you buy speculative stocks or weaker fundamentals just because the share price looks cheap, you often end up paying twice when the cracks show. Invest in the structural winners, the ones with award winning stories, endless brewing developments to come, porfolio of tokkong customers....... not the cheap substitutes.

aragosta ( Date: 22-Jan-2026 17:15) Posted:

Not now........first swallow all that i gonna feed you until in time to come, your throat will be swollen and you will be left speechless, with what you see of the rise in value of these three AI relevant stocks..........juz like the black market gangsters, this AI phenomenon is gonna be truly unbelievable.......Follow them and ride forward, or be left behind forever......

As of 2026, the AI revolution has shifted from software development to massive physical infrastructure scaling. Companies like AEM, UMS, and Venture Corp are critical to this AI Revolution because they provide the precision hardware, testing, and manufacturing services required to produce increasingly complex AI chips and server infrastructure. The AI boom relies on these three companies to turn AI software into physical reality. While others design chips, these firms build and test the hardware required to run them.

1. AEM (Testing the Brains)
As AI chips become more powerful, they also become harder to build correctly.

Ensuring Quality: AEM provides " System Level Testing." This ensures complex AI chips work perfectly before they are put into expensive servers.
Support for Memory: They provide the tech to test High-Bandwidth Memory (HBM), which is the essential " fuel" for AI processing.

2. UMS (Building the Machines)

You cannot make AI chips without specialized machines. UMS builds the precision parts for those machines.

Supplier to Giants: They are a key partner for the world&rsquo s biggest chip-machine makers (like Applied Materials).
Massive Scale: UMS has expanded its factories to meet the 2026 global rush for " Sovereign AI" and new data centers.

3. Venture Corp (Assembling the System)

Venture is the high-tech factory that puts the AI ecosystem together.

Data Center Hardware: They manufacture the complex servers and networking switches that allow AI models to " talk" to each other at high speeds.
High-Precision Making: They use AI-driven robotics to build advanced hardware that requires extreme accuracy, which standard factories cannot handle

Company	Key Role	Why It Matters
AEM	Testing	Stops faulty AI chips from reaching the market.
UMS	Machinery	Provides the parts needed to manufacture AI chips .
Venture	Assembly	Builds the actual servers and networking gear.

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aragosta
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20-May-2026 10:18

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Since some people like to make a meal posting JPM-Chase bought and sold, t thought I have some fun with this announcement that Bank of America has become substantial shareholder of AEM.... mmmmm, wonder why they are interested, so I got JIN SU to explain......

Breaking Down the Ownership Chain

Corporate transparency laws require companies to disclose every layer of ownership. Here is how the 16,884,844 shares break down simply:

Direct Holders: The shares are physically held by two operating broker-dealers:
- Merrill Lynch International: Holds 14,522,946 shares (the sum of its direct and deemed interest).
- BofA Securities, Inc.: Holds 2,361,898 shares.
The Middle Men (The Holding Companies):
- BofA Securities is owned by NB Holdings.
- Merrill Lynch International is owned by BofAML EMEA Holdings and BofAML Jersey Holdings.
- Those Jersey and EMEA entities are also owned by NB Holdings.
The Ultimate Owner: Because NB Holdings Corporation owns 100% of both paths, it must legally declare a deemed interest in the grand total of 16,884,844 shares.

What This Means for You

One Single Buyer: A single banking giant (Bank of America) accumulated these shares, not three separate competing entities.
Substantial Shareholder Status: Because the total pot of 16.8 million shares crossed the regulatory threshold (usually 5% of a company' s total stock), the parent group had to trigger this public disclosure.

==========

Bank of America became a substantial shareholder primarily to trade the volatility and capture a massive structural AI boom.

Because Bank of America operates major global investment funds and trading desks, it accumulated these shares for three short reasons:

Riding the AI Semiconductor Wave: AEM Holdings Ltd has transitioned into a critical provider of high-parallel thermal testing equipment essential for next-generation, high-heat AI silicon chips.
Institutional Clientele and Trading: Large global investment banks (similar to recent moves by JPMorgan Chase & Co. in the same stock) frequently cross the 5% substantial shareholder threshold simply by aggregating shares managed for high-net-worth clients, exchange-traded funds (ETFs), or their own internal trading desks capitalizing on AEM' s intense price momentum.
Turnaround Growth & Diversification: After historical reliance on a single main customer, AEM successfully secured partnerships with massive global semiconductor packaging entities like ASE Technology Holding, signaling a highly lucrative business pivot that institutional capital wanted a piece of.

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tongphlp
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20-May-2026 10:14

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down fast, up faster

tongphlp ( Date: 19-May-2026 11:23) Posted:

shd change name to ifast2

Winall88 ( Date: 19-May-2026 11:16) Posted:

Recovering very fast..

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tongphlp
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20-May-2026 10:11

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more ferraris to come..

chinhm88 ( Date: 19-May-2026 12:17) Posted:

Dropped to $8, come back to $8.80. Short term contra, make alot of $$$, with risk. Fast in, fast out, not right, cut lost and run.

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tongphlp
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19-May-2026 15:12

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suddenly you will see many Ferraris on the road...

chinhm88 ( Date: 19-May-2026 12:17) Posted:

Dropped to $8, come back to $8.80. Short term contra, make alot of $$$, with risk. Fast in, fast out, not right, cut lost and run.

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chinhm88
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19-May-2026 12:17

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Alert Admin Dropped to $8, come back to $8.80. Short term contra, make alot of $$$, with risk. Fast in, fast out, not right, cut lost and run.

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tongphlp
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19-May-2026 11:23

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shd change name to ifast2

Winall88 ( Date: 19-May-2026 11:16) Posted:

Recovering very fast..

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Winall88
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19-May-2026 11:16

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Alert Admin Recovering very fast..

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parcvista
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19-May-2026 10:11

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Alert Admin Crawling up slowly

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piscesmonkey
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19-May-2026 10:04

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Alert Admin Nice dip going make new high soon

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muifan
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19-May-2026 09:30

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Yells: "Take the leap of faith dont regret 20 years later!"

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Alert Admin rare chance to load up added some and sit on it cheers....

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tongphlp
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19-May-2026 06:42

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who else dares challenge the king of the market....

AEM closes 6.7% down after touching S$10 barrier, knocking DBS off pedestal as top value traded stock

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jlinus
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19-May-2026 01:24

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Nice, thanks for compliing all the reports for easy reading Much appreciated

aragosta ( Date: 19-May-2026 01:13) Posted:

It is common knowledge that there are NOW very few people vested in this Monster Gem.....so now this place has become ownself self post, ownself feel song thread.. many like ah tong, has run road, and so he now bo charp to post news and views here....So I bo piang, have to do the needful... here are some of analysts' and financial media and blogs' upbeat analysis and views on AEM.... IF you are the remaining few still standing (with AEM) and intend to run the long course, you must spend some time, to read thru every one of them....Even the brokering houses, that I bothered to post here, expressed the exact long term views and sentiments that the black market holds..... As I kept saying over and over again, this is one of the three once in a generation stocks, never to be seen thru your lifetime ever agaiin... once you quit, please stay away, and never come back...... for your own good......
===========

Jefferies is the brokerage house that set a high price target of S$15.20 for AEM Holdings as of May 15, 2026.
https://www.marketscreener.com/news/jefferies-adjusts-aem-holdings-price-target-to-sg-15-20-from-sg-8-88-keeps-at-buy-ce7f5bd2dd8df327

In His Own Words: AEM CEO' s Take on Unprecedented Growth Opportunities In AI Boom
https://www.nextinsight.net/story-archive-mainmenu-60/949-2026/16722-in-his-own-words-aem-ceos-take-on-unprecedented-growth-opportunities-in-ai-boom

Need To Know: Analysts Are Much More Bullish On AEM Holdings
https://sg.finance.yahoo.com/news/know-analysts-much-more-bullish-220031617.html

Nividia is scheduled to report its 1Q earnings on 20 May 2026 after market close. The earnings report is highly significant for AEM Holdings https://www.investopedia.com/nvidia-reports-earnings-wednesday-here-is-how-much-traders-expect-the-ai-giant-stock-to-move-q1-fy2027-11973942

AEM crosses $10 mark following wave of higher target prices post 1QFY2026 update
https://www.theedgesingapore.com/capital/brokers-calls/aem-crosses-10-mark-following-wave-higher-target-prices-post-1qfy2026-update

AEM Holdings' Stellar 1Q26, better quarters ahead
https://mkefactsettd.maybank-ke.com/FACTSETPARTNERS_TD_TRACK/external/download?

AEM Holdings: S$100m net profit could come earlier
https://rfs.cgsi.com/api/download?file=2d7dd81d-58d3-468a-afc1-6221c50f9df6

Earnings beat was driven by the fabless customer ramp Guidance raise reflects stronger-than-expected deman
https://www.dbs.com/insightsdirect/api/s3/dbs-buffer/article_attachment/20260514/09-01-13_20260514%20AEM%20Holdings%20Ltd.pdf

AEM Holdings: 1Q26: Earnings Beat And Expect Growth Momentum To Continue
https://research.uobkayhian.com/content_download.jsp?id=90740& h=b8e2e4437955cd90f9580734a39bc2b8& utm_medium=email& _hsenc=p2ANqtz--olPEOrDEtHAHvyK30rdf7iLDLiEU9IOJegp-xoSF3IO1xoZ

AEM Holdings Jumped 62% in 2 Weeks ~ Here' s Why Investors Are Buying
https://drwealth.com/aem-holdings-jumped-62-in-2-weeks-heres-why-investors-are-buying/

Singapore exports beat forecasts with 24.5% April jump AI demand seen staying strong. AEM is considered a key contributor to this trend.
https://www.businesstimes.com.sg/singapore/economy-policy/singapore-exports-beat-forecasts-24-5-april-jump-ai-demand-seen-staying-strong

The " Semiconductor Cycle" : Is It Time to Buy AEM and Venture Corp Again?
https://thesmartinvestor.com.sg/the-semiconductor-cycle-is-it-time-to-buy-aem-and-venture-corp-again/

AEM Holdings Has Soared Over 90% in 2026 ~ Here' s What Investors Need to Know
https://thesmartinvestor.com.sg/aem-holdings-has-soared-over-90-in-2026-heres-what-investors-need-to-know/

Why Singapore is a hub in Asia for AI and tech innovation
https://www.edb.gov.sg/en/business-insights/insights/why-singapore-is-a-hub-in-asia-for-ai-and-tech-innovation.html#:~:text=The%20convergence%20of%20a%20trusted,for%20AI%20and%20digital%20innovation.

Bey one Intel: AEM' s next chapter is tak ing shape (this was first published in The Edge for subscribers only)
https://www.pressreader.com/singapore/the-edge-singapore/20260406/281492167871962

AEM CEO says AI upends semiconductor testing
https://www.digitimes.com/news/a20260506PD224/equipment-mobile-technology-testing.html

AEM: $1.70 at Start of Year, Now Analysts' Average Target Price is $12.77
https://www.nextinsight.net/story-archive-mainmenu-60/949-2026/16717-aem-1-70-at-start-of-year-now-analysts-average-target-price-is-12-77#google_vignette

A MUST WATCH GANGSTER MOVIE!
How AI Is Pushing the Semiconductor Supply Chain to the Limit ~ Bloomberg Primer
https://www.youtube.com/watch?v=VdcD6qX8Xrc

Why The Tech World Is Watching AEM' s New ASE Partnership
https://www.youtube.com/watch?v=iBRMgnjUeXE

Remember, the AI momentum is an economic inevitability ~ making the multi-year ascent of hardware anchors like
AEM and UMS equally inescapable. In simple black market language, it simply means:
THE MOMENTUM OF AI IS UNSTOPPABLE, MAKING THE RISE OF AEM & UMS INTEGRATION UNSTOPPABLE!

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